Use OnePlan Stage Gate Workflows for Process Steps

Once you are ready to move onto the next phase of the process flow, click Next, and select the process step you want to route your project to. The rules and approvals set up by your administrator will kick in at this phase to determine if and when the plan can enter the next phase.

If there are rules configured to determine whether a plan can proceed to the next phase, and your plan does not meet the requirements, failure text will appear and the plan will not be allowed to proceed to the next phase or sent off for approval.

If there is an approval process in place in order to move onto a step (i.e. need approval to move the plan from Initiation to Execution), the next process step will become yellow and in a pending state until approved. While you await approval, you can click on the Details button to view more information about the approval on the plan details form.

If your project is rejected from moving onto the next phase by an approver, you (the plan owner) will receive an email notification regarding the rejection with comments from the approver. The rejection will stop the stage gate workflow and push your plan back to the previous step. You can then update the plan and resubmit for approval.

If there is an approval process in place, once your plan has been submitted for approval, you can keep track of those approvals using the Approval work type. Go to the Work Plan List, then select the Approval Work Type. This log will display all previous and active approval items for the plan.

Once the plan is approved to move forward, or your plan meets all the criteria to move forward to the next phase, the step chevron will turn green and move into an active state.

As an approver, you will receive email notifications when a new approval item has been sent to you. This notification will include some basic information on the plan. From the email, click View Task to be taken to the task approval form.

The approval form makes it easy to review your approval tasks as it includes important plan information in a clean interface without even needing to log into OnePlan. From here you can review the plan detals, then enter an Approval/Rejection Comment, and click Approve or Reject.

All approval items assigned to you will also appear in your My Work area. From My Work, you can click on the item Name, which will open the approval interface. From here you can review the plan details, then enter an Approval/Rejection Comment, and click Approve or Reject. The item will then be removed from your My Work list.

Approval/Rejection Comments will be added to the approval item's comments.

If you prefer review and approve/reject the plan from the plan itself (and have the permissions to access the Work Plan List), navigate to that plan's Work Plan. Then select the Approval Work Type. This log will display all previous and active approval items for the plan. Open the approval item's Quick Edit form. Until approved or rejected, the Quick Edit form for the approval item will include the approval interface (like the one in My Work). From here you can review the plan details, then enter an Approval/Rejection Comment , and click Approve or Reject.